Profile Reports

1. Dashboard overview

The Dashboard is BEHCA’s reporting view for one profile. It charts what was tracked for the person in the profile switcher. Open Analyze in the top menu, then Dashboard in the profile strip (with Audit Log and, when enabled, MAR Reporting). Who can see it Anyone with access to the profile — staff, guests, managers, and billing users. To report on someone else, switch profiles first. For organization-wide totals across groups, use Admin Reports. Where to find it On the web 1. Select the profile in the profile switcher. 2. Open Analyze in the top menu. 3. In the profile strip, choose Dashboard. On a phone or small screen (website) Use a web browser on the phone (Safari, Chrome, or similar). Open Analyze, then Dashboard. Turning the phone sideways gives the graphs more room. Use the expand control on a wide screen to fill the window. On the mobile app Tap Analyze (it may read Analyse in Australian English). The app shows frequency and duration charts for the current profile. The graph views below (Timeline, Rhythm Map, and the rest) are on the website. What you’ll see Buttons at the top switch among six views: Timeline, Rhythm Map, Intervention Lens, Breakdown, Line Graph, and Overall Trend. The last view you opened is remembered in this browser. On that same toolbar: - Date range — arrows and a clickable date label - Export PDF — captures the view you have open - Expand page width — on a wide screen, widens the card to the full window Graph views Six ways to see what the data is saying. How to read each view is in Dashboard charts. - Timeline — every entry in sequence, so you can see what happened before, during, and after. Names of what you track down the left, days across the top. Behavior names are always listed (a day with nothing logged is blank). Hover a day for a summary. - Rhythm Map — patterns in when things happen. Hours down the left, days along the bottom. Colored marks are logged entries (a dot has no duration; a longer bar is how long it lasted). Tap a category name above the chart to show or hide its marks. - Intervention Lens — how a strategy looks against the outcomes you logged. Pick a STRATEGY, then a category under MEASURED AGAINST. See Intervention Lens. - Breakdown — what happened most, with FREQUENCY and DURATION side by side. Each behavior title is ranked by how often it occurred. A blank duration still counts as one minute. Turn category chips on or off. - Line Graph — how often the behaviors you choose happened, day by day. Expand a category and check titles. You can plot up to 10 at a time; that selection is saved for this profile. - Overall Trend — the long view: totals by category over the last 12 months. It does not follow the date range above. Chip choices on Rhythm Map and Breakdown are saved for this profile. Category names follow your organization’s labels. Date range Dashboard opens on about the last 30 days. Click the dates to pick a start and end; the page reloads when you finish (there is no Update button). Arrows move the same length of range forward or back. You cannot pick future dates. You can pick up to three months. Audit Log and MAR Reporting keep their own dates (they default to 7 days). See Date ranges. Exporting Export PDF on the Dashboard captures whichever graph view you have open. Set the view, dates, and chips first. The Dashboard has no spreadsheet export — it only produces a PDF. In Analyze, XLS files come from Audit Log and MAR Reporting instead. See Exporting PDF reports and Spreadsheet exports. Common questions - The graph looks empty. — Confirm the profile, widen the dates, and turn category chips back on. Overall Trend uses the last 12 months even when the date range is short. - I changed the dates and nothing happened. — Finish the range: click a start date, then an end date. The page reloads on the second click. Related articles - Reading the audit log - MAR reporting - Dashboard charts - Intervention Lens - Date ranges - Exporting PDF reports

2. Reading the audit log

The audit log is the chronological record for a profile — every behavior, health entry, environment entry, comment, incident report, and (when MAR is not tracked separately) medication administration. It is scoped to one profile — the one in the profile switcher. When to use it - Investigating what happened in the lead-up to an incident - Showing the full picture for a period - Catching up on a profile after time away - Checking who logged an entry Where to find it On the web 1. Select the profile in the profile switcher. 2. Open Analyze, then choose Audit Log in the profile strip. On a phone or small screen (website) Use a web browser. Open Analyze → Audit Log. A larger screen is easier for long lists and filters. On the mobile app Tap Analyze, then open the Audit Log. What you’ll see Entries are grouped by date, most recent first. Each entry shows: - The category and item — for example a behavior, a health entry, an environment factor, or an incident report — with its value, duration, and time where they apply - Who logged it — the staff member’s name, or a self-reported marker when the person logged it themselves - Related notes — comments attached to an entry appear with it. Standalone progress notes (including EVV check-out notes) appear as their own entries Filtering At the top of the page: - Date range — arrows, or click the dates to pick a start and end. The list reloads when you finish (there is no Update button). Audit Log defaults to the last 7 days and shares that range with MAR Reporting. You can pick up to three months. - Search — type a keyword; matching entries filter as you type. Clear the box with the ×. - Category chips — turn categories on or off. Use All / Clear to switch everything on or off at once. The categories available depend on the profile, and commonly include: - Behavior categories — Desirable, Warning, Challenging, Intervention Strategies, and any custom categories (names follow your organization’s labels) - Environment — General Environment, Schedule Changes, External Influences - Health Challenges, Overall Health, Food, Digestion - Medications — when MAR is not on for the profile (with MAR on, administrations live on MAR Reporting) - Activity — sleep, exercise, water, weight, blood pressure, and similar - Self-Reporting - Progress Notes - Incident Reports - Comments Combine filters — for example all Behavior entries in the last week containing “aggression”. Edits and deletions - Edited entries — the audit log does not show the original (pre-edit) value. It does record who made the change and when on comments. - Deleted entries — deleted items do not appear in the audit log. Exporting Apply your filters first — the export uses them. The audit log exports as: - PDF — a formatted document of the filtered entries with their notes - XLS — a spreadsheet See Exporting PDF reports and Spreadsheet exports. Tips - Filter before scrolling. Unfiltered logs are long. - Use a focused date range. Most questions are about a specific period. - Watch for gaps. A day with no entries on a normally busy profile may be a logging gap. Common questions - Why is the audit log so long? — You’re looking at all categories over a wide range. Add filters or narrow the dates. - Can I see who edited an entry? — The log records who made the change and when; it doesn’t show the original value. - Can a Guest see the audit log? — Yes, for profiles they have access to. Related articles - Dashboard overview - MAR reporting - Date ranges - Exporting PDF reports - Spreadsheet exports

3. MAR reporting

MAR Reporting is the medication-record view under Analyze. It lays out a profile’s medications against the dates in your range and shows how each administration went — given, skipped, or refused — along with who administered it. It is the third Analyze tab in the profile strip, with Dashboard and Audit Log. Who can see it MAR Reporting appears when all of these are true: - The profile has MAR tracking turned on - Your plan includes MAR tracking - You’re a manager for the profile’s organization, or you have MAR access for that profile On a plan without MAR, the tab is greyed out or shows an upgrade prompt. Where to find it On the web 1. Select the profile in the profile switcher. 2. Open Analyze, then choose MAR Reporting in the profile strip. On a wide screen, the expand control widens the table to the full window. On a phone or small screen (website) Use a web browser — not the BEHCA app. Open Analyze → MAR Reporting. Turning the phone sideways helps with the date columns. What you’ll see A table with medications down the side and dates across the top. Each medication row shows the medication’s name, quantity/dosage, route, and scheduled times. As-needed medications are marked PRN. Each date cell shows that day’s administrations. For each one you’ll see: - Time and status — given, skipped, or refused - Who administered it - Details where they apply — dose or time differences from the schedule, a reason, an outcome, and PRN effectiveness - Change history — if an administration was edited, the cell shows what changed (from → to) Days with nothing scheduled show No record. If weight or blood pressure was logged on Health for those dates, Weight and Blood pressure rows appear at the top of the table. Date range MAR Reporting uses the same compact date picker as Audit Log (arrows, or click the dates). The page reloads when you finish the range. There is no Update button. It defaults to the last 7 days and shares that range with Audit Log. You can pick up to three months. If the range is longer than one set of date columns, numbered pages appear at the bottom (Previous / Next). Page 1 is the most recent dates. Exporting MAR Reporting offers: - Export PDF — a formatted medication record for the months you pick, including Weight and Blood pressure rows when those were logged - Export XLS — a spreadsheet of the medication administrations (not weight or blood pressure) For counted medications, the per-medication count report also exports to PDF and XLS. See Exporting PDF reports and Spreadsheet exports. Common questions - I don’t see the MAR Reporting tab. — Check that the profile has MAR tracking on, that your plan includes MAR, and that you have MAR access for that profile. Use the website (including a phone browser). The mobile app does not have this tab. - A day shows “No record.” — Nothing was scheduled or logged for that medication on that day. - I don’t see Weight or Blood pressure. — Those rows only appear when those readings were logged on Health in the dates you picked. Sleep, exercise, and water stay on the Audit Log. - An administration looks edited. — The cell shows the change history (from → to) so you can see what was adjusted. Related articles - Dashboard overview - Reading the audit log - What MAR is - Date ranges - Exporting PDF reports - Spreadsheet exports

4. Dashboard charts

Open Analyze, then Dashboard. Six buttons at the top switch what you see: Timeline, Rhythm Map, Intervention Lens, Breakdown, Line Graph, and Overall Trend. BEHCA remembers which one you used last in this browser. Six ways to see what the data is saying. These charts are on the website. In the mobile app, Analyze shows frequency and duration charts. To change the dates, see Date ranges. Timeline Every entry in sequence — what happened before, during, and after. Names of what you track sit down the left (Challenging Behavior, Environment, Sleep, and similar). Calendar days sit across the top. A mark appears where a name and a day meet, so you can look down one day or across one type. Hover a day to see everything logged that day. Behavior names always appear on the left, even on days with nothing logged. Those days are just blank. These other names only appear if something was logged: - Environment - Health events - Medications — how many doses were given, skipped, or refused that day (names are on MAR reporting) - Sleep - Pressure — a mark when it fell from the day before - Temperature Moon phase icons sit above the dates. Staff don’t enter those — they come from the calendar. Weekends are shaded grey. If menstrual cycle is tracked for the profile, days marked as currently menstruating are shaded purple. Rhythm Map See patterns by time of day — which hours things cluster in, and what repeats. The colored marks on the grid are individual logged entries. They take their color from the category they belong to. - A dot means staff entered a time but no duration - A longer bar means they also entered how long it lasted — the bar starts at that time and stretches down the hours to match Time of day runs down the left. Calendar days run along the bottom. Above the grid, tap a category name to show or hide that category’s marks. Those names are the behavior categories, including intervention strategies. If timed environment entries were logged, those names appear here too. Hover a mark for the time, title, and category. The hours on the side cover the times when something was logged. Intervention Lens See how a strategy looks against the outcomes you logged. Pick a STRATEGY, then a category under MEASURED AGAINST. The chart splits at the first day that strategy appears in your dates and compares average events per day before and after. This one has its own article: Intervention Lens. Breakdown What happened most — frequency and duration side by side, by type. Each behavior name is a row, sorted by how often it happened in its category. FREQUENCY is the count. DURATION is total time and an average. If staff left duration blank, that entry still counts as one minute toward DURATION and the average. Tap a category name to show or hide it. Line Graph How often the behaviors you choose happened, day by day, over the range you picked. Each line is one behavior name. Open a category, then check the names you want. You can show up to 10. Turn one off to add another. BEHCA remembers your picks for this profile. Hover a day to see those counts. Overall Trend See the long view — totals by category over the last 12 months. This chart always shows totals by category for the last 12 months. Changing the dates at the top does not change it. Tap a category name to show or hide it. Showing and hiding categories On Rhythm Map, Breakdown, and Overall Trend, tap a colored category name to show or hide that data. On Rhythm Map and Breakdown, BEHCA remembers your choices for this profile. On Line Graph, you pick individual names (up to 10), not whole categories. Category names follow your organization’s labels. If you just logged something in another tab, refresh the browser to see it here. Common questions - The chart is empty. — Check you have the right profile. Widen the dates. Turn category names back on. Overall Trend still needs history in the last 12 months. - Does BEHCA remember how I set the charts? — Yes for the view you last opened, the Rhythm Map and Breakdown category choices, and the Line Graph names — for this profile, in this browser. - Intervention Lens says no strategies logged. — Nothing was logged in any strategy category in these dates. See Intervention Lens. Related articles - Dashboard overview - Intervention Lens - Date ranges - Exporting PDF reports - MAR reporting

5. Intervention Lens

Intervention Lens is a graph view on Analyze → Dashboard. It puts a strategy against the outcomes you logged — how often a behavior happened before and after the first day that strategy appears in your dates. You pick the strategy, and you pick the behavior category to measure. It counts how many times something was logged (events per day). Duration is not used here. This chart is on the website. Before you start Staff log strategies on the daily Behavior tab, in a strategy category — by default Intervention Strategies. See Logging a behavior. The chart needs at least one strategy logged in your dates. If no strategy category has anything logged in these dates, the page says No strategies logged in this date range. Pick a strategy and what to measure 1. Choose a STRATEGY from the dropdown. Each option is one strategy name (for example Redirected to a quiet area), and you look at one strategy at a time. The list shows how many times it was logged in this range and the first date it appears here — for example Redirected to a quiet area (3x since Aug 4, 2026). Only names logged in these dates are on the list. Switch strategies to compare them. 2. Choose one category under MEASURED AGAINST. That is the category in the big chart. The page opens on Challenging Behavior when that category is available, otherwise Warning Behavior. The smaller charts below cover the other categories. MEASURED AGAINST lists the behavior categories that are not marked as strategies — Desirable, Challenging, Warning, and your custom ones. To hide one from this list, a manager opens that category (not a strategy category) and sets Success defined by to N/A — not used with Intervention Lens. How the chart splits A vertical line marks the first day that strategy appears in this date range. The tag reads Strategy first logged: plus the strategy name. - Days to the left of the line are before. - The first-logged day and every day after it are after. Later uses of the same strategy do not move the line. Only that first day in the range matters. The bars are the daily count for the measured category. Two dashed horizontal lines mark the averages: - Gray, to the left of the split — the before average (the baseline) - Green, to the right of the split — the after average If there are no before days, the gray line is not drawn. If nothing was logged on one side, that side’s average is 0 and its line sits on the bottom of the chart — you will only see the other line. Three numbers sit above the chart. The label events / day is a rate: how often that category was logged, on average, per day. It says "day" because that is the unit of the rate — like miles per hour after a three-hour drive. 0.3 events / day means 0.3 events each day, averaged across those calendar days. Before and after use the same math: total events in the measured category, divided by every calendar day in that stretch. Days with nothing logged still count as 0. - events / day, before — that rate for every calendar day to the left of the split. A dash (—) here means there are no days to the left of the split (that dash is not a line on the chart). - after "…" (first logged …) — that rate from the first-logged day through the end of the range. - change in daily frequency — how much the after average moved relative to the baseline, as a percent Smaller charts under the main chart use the same split and the same percent as the big chart for that category. Pick that category under MEASURED AGAINST and the number matches. When the big chart shows n/a, those smaller percents show a dash (—). Note: the first-logged day is only this range The split is the first time that strategy was logged in the dates you picked, not the first time it was ever used for this profile. If that first day is the start of your range, there are no before days — so there is no baseline. The first number shows a dash, the gray average line is not drawn, and the percent shows n/a with no baseline before this date. Start the range earlier so some days sit before that first use. The note under the chart — Widen the range for a longer baseline — means include more days before that first log, so the before average is based on more days. The percent is also n/a when there are before days but nothing in the measured category was logged on any of them. The average is then actually 0 — not a small number rounded to 0.0. The first number shows 0.0, the gray line sits on the bottom of the chart, and the third number shows n/a with no baseline before this date. A percent cannot be calculated from zero. To change the dates, see Date ranges. Green and red The percent is colored from Success defined by on the measured category: - Fewer events (decrease) — a drop is green; a rise is red. This is the default for Challenging and Warning. - More events (increase) — a rise is green; a drop is red. This is the default for Desirable. Reading the percent The percent compares daily averages, not how many events happened in total. Empty days still count as 0, so a long before stretch with one event is a small baseline, and a short after stretch with one event is a much higher average. One bar on each side of the split can still show a very large percent — for example 0.0, 0.3, and +867%. The numbers above the chart round to one decimal. One event over many before days can display as 0.0 and still produce a percent — that 0.0 is rounding, not an average of zero. An actual average of zero (no events on any before day) shows 0.0 on the first number and n/a on the third. A short range on either side of the split makes the percent jumpy. Widen the dates so both sides have enough days, and read the bars — not only the percent. Who sets strategy vs measured against Intervention Strategies is the default strategy category. Managers can mark other behavior categories as strategies too — including custom ones — and you can have more than one. When more than one strategy category has data, the STRATEGY list groups names by category. Managers set this under Organization Settings → Tracking Templates. Open Category settings (the cog) on a behavior category. Under Intervention Lens Graph Settings you will see Use as intervention / strategy category. - Check that box for categories where the team logs what they did in response. Those names fill the STRATEGY list. While the box is checked, Success defined by is hidden — that control is only for categories you measure against. - Leave the box unchecked for categories you compare against. Then Success defined by appears: Fewer events (decrease), More events (increase), or N/A — not used with Intervention Lens. N/A takes that category off MEASURED AGAINST. Intervention Strategies always feeds the STRATEGY list. Checking the box on other categories adds those as well. Environment and health categories cannot be strategies. If every remaining outcome category is set to N/A, the page says No outcome categories available to measure against. Exporting Export PDF on the Dashboard captures the view you have open, so set the strategy and the measured category first. See Exporting PDF reports. Common questions - It says no strategies logged. — Nothing was logged in any strategy category in these dates. Widen the dates, or log the strategy on the daily Behavior tab. - A strategy I use is not in the list. — It was not logged in these dates. Widen the dates. - The percent says n/a / no baseline before this date. — Either there are no before days (first number is a dash), or there are before days with zero events in the measured category (first number is 0.0, third number is n/a). That is different from a small average that rounds to 0.0 and still shows a percent. The smaller charts show — instead of n/a. - I don't see N/A in Tracking Templates. — That option is under Organization Settings → Tracking Templates. Open the cog on a category you measure against, uncheck Use as intervention / strategy category, and Success defined by appears. N/A — not used with Intervention Lens is the third option. The third number on the chart can also show n/a when there is no percent. - A category is missing under MEASURED AGAINST. — A manager set Success defined by to N/A, or the category is marked Use as intervention / strategy category. - Can I turn off Intervention Strategies as a strategy? — That category still appears on the STRATEGY list. Mark other behavior categories as strategies alongside it. - The percent is huge (hundreds of percent) but the bars look similar. — The percent compares daily averages, not totals. A long before stretch with one event vs a short after stretch with one event will jump. The before number can also round to 0.0 while the percent still uses a small real baseline. Widen the dates so both sides have more days. - Can I compare two strategies side by side? — Not in one chart. Switch strategies in the dropdown. Related articles - Dashboard charts - Dashboard overview - Reading the audit log - Logging a behavior - Date ranges - Organization Settings

6. Date ranges

Analyze uses one compact date range control. On Dashboard, it sits on the graph toolbar next to the view buttons. On Audit Log and MAR Reporting, it sits at the top of the page. The page reloads when you finish picking dates. How to pick dates - Click the date label (for example Jul 13 – Aug 11, 2026). Choose a start date, then an end date. The page reloads on the second click. - Previous period (left arrow) and Next period (right arrow) shift the range by the same number of days. If you are looking at 30 days, Previous jumps back 30 days. - You cannot pick dates in the future. Next is disabled when the range already ends today. Pick concrete dates, or use the arrows. Default ranges - Dashboard — about the last 30 days the first time you open it. It remembers the last range you used on Dashboard. - Audit Log and MAR Reporting — the last 7 days. Changing the dates on one also changes them on the other. Switching from Dashboard to Audit Log does not copy Dashboard’s 30-day window onto the log. How long a range you can pick You can pick up to three months, and you cannot pick dates in the future. Narrower windows load faster and are easier to read. Time zones Dates and days follow the profile’s time zone. An entry logged late at night stays on the calendar day it was logged for that person. A profile gets its time zone from its location. If a profile has no location (and no time zone), the dashboard falls back to UTC, which can shift which day a late-night entry appears on. Setting the profile’s location fixes this. Refreshing data The page reloads when you finish a new date range. If you just logged data in another tab, refresh the browser to pull it in. Common questions - I changed the dates but nothing happened. — Click a start date, then an end date. The reload happens on the second click. - Why don’t Audit Log dates match Dashboard? — They remember dates separately. Dashboard defaults to about 30 days. Audit Log and MAR Reporting default to the last 7 days, and changing the dates on one also changes them on the other. Related articles - Dashboard overview - Dashboard charts - Reading the audit log - MAR reporting - Exporting PDF reports

7. Exporting PDF reports

Each Analyze tab can produce a PDF of what’s on screen. Set your date range, graph view, and filters first — the PDF reflects the current view. PDFs you can export from Analyze | Report | What it contains | Where | |--------|------------------|-------| | Dashboard PDF | Whichever graph view is on screen (Timeline, Rhythm Map, Intervention Lens, Breakdown, Line Graph, or Overall Trend) | Dashboard — Export PDF on the graph toolbar | | Audit Log PDF | The filtered audit log entries, with their notes | Audit Log tab | | MAR PDF | Medication administrations (time, status, who administered), plus Weight and Blood pressure when those were logged | MAR Reporting tab | | MAR count PDF | Count history for one counted medication (on hand, received, given, disposed, remaining) | MAR Reporting — open COUNT REPORT, then Export | Incident Report PDFs and Required Document compliance PDFs are exported from those screens, not from Analyze. See Exporting an incident report PDF. Exporting a Dashboard PDF 1. Open Analyze → Dashboard. 2. Choose the graph view you want in the PDF. 3. Set the date range and any chips or title checkboxes. 4. Click Export PDF. The PDF is a snapshot of that one view. Switch views and export again for another graph. Overall Trend still uses the last 12 months even if your date range is shorter. Exporting an Audit Log PDF 1. Open Analyze → Audit Log. 2. Optionally set category chips and search (they apply to the export). 3. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export PDF. Each month is built separately in the background. One month downloads as a single PDF; multiple months arrive as a ZIP of monthly PDFs. You’ll get a notification (and email) when the file is ready. Very dense months may be split into weekly PDF files inside the ZIP so the export can finish reliably. Exporting a MAR PDF 1. Open Analyze → MAR Reporting. 2. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export PDF. Same background / ZIP behavior as the Audit Log PDF. The PDF lists medication administrations for the months you picked — status (given / skipped / refused), time, and who administered. If weight or blood pressure was logged on Health in those months, those rows appear at the top. Exporting a MAR count PDF 1. Open Analyze → MAR Reporting. 2. Open COUNT REPORT for the counted medication. 3. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export PDF. Each month is built in the background. One month downloads as a single PDF; multiple months arrive as a ZIP of monthly PDFs. You’ll get a notification (and email) when the file is ready. The on-screen date range is for browsing the count table only; the PDF uses the months you select. Tips for clean PDFs - Set the view and filters first. Dashboard PDFs reflect the current screen; Audit/MAR PDFs use the months you pick (and Audit chips/search). - Export by month for packets. Prefer one or a few calendar months rather than trying to print a huge custom range. Switch years in the Export dialog to reach older months (still up to 12 per export). - Export one Dashboard view at a time. There is no combined PDF of every graph. Sharing PDFs securely PDFs can contain sensitive data: - Email with care — use encrypted email if your organization provides it - Print only when needed and store securely - Cloud uploads should be access-restricted Common questions - Can I customize the PDF design? — No. PDFs use BEHCA’s standard layout. - Why does the PDF differ slightly from the screen? — The data is the same, but pagination and chart rendering can differ. - Can I schedule recurring reports? — No. Each export is on-demand (pick the months you need). The export dialog shows progress while months are processed. - My PDF won’t download. — Try another browser. Large multi-month exports run in the background — watch the progress bar in the Export dialog, or wait for the notification, then open Downloads. Related articles - Dashboard overview - Dashboard charts - Date ranges - Reading the audit log - MAR reporting - Spreadsheet exports

8. Spreadsheet exports

Spreadsheet exports move Analyze data into Excel or Google Sheets for your own pivots, filtering, and calculations. In Analyze, spreadsheet exports are XLS files, from two tabs: | Export | What it contains | Where | |--------|------------------|-------| | Audit Log XLS | Every tracked entry and its comments, plus a summary and weather | Audit Log tab — Export → choose months → Export XLS | | MAR XLS | Medication administrations for the selected months | MAR Reporting tab — Export → choose months → Export XLS | | MAR count XLS | Count history for one counted medication | MAR Reporting — COUNT REPORT → Export → choose months → Export XLS | The Dashboard does not export to a spreadsheet — it exports a PDF of the graph you have open. Organization-wide Excel exports (Overview, Team Summary, and similar) are in Exports from Admin Reports. Exporting an Audit Log XLS 1. Open Analyze → Audit Log. 2. Optionally set category chips and search (they apply to the export). 3. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export XLS. One month downloads as a single workbook; multiple months arrive as a ZIP. The Export dialog shows progress while months are processed, and you’ll get a notification when ready. The dialog lists years from when the profile was created through the current year. You can export at most 12 months at a time — switch years to reach older history. The on-screen date range is for browsing the log only; the export uses the months you select. Exporting a MAR XLS 1. Open Analyze → MAR Reporting. 2. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export XLS. One month downloads as a single workbook; multiple months arrive as a ZIP. You’ll get a notification when ready. Exporting a MAR count XLS 1. Open Analyze → MAR Reporting. 2. Open COUNT REPORT for the counted medication. 3. Click Export, choose a year if needed, select one or more calendar months (up to 12), then Export XLS. One month downloads as a single workbook; multiple months arrive as a ZIP. You’ll get a notification when ready. The on-screen date range is for browsing the count table only; the export uses the months you select. What’s in the Audit Log XLS The workbook has a few sheets: - Overview — a per-category summary: Section, Category, Item, Frequency, and Duration (minutes) - All Data + Comments — one row per entry, with Date, Section, Category, Item, Duration, Author, the Note text, when the note was created, and — for edited comments — Edited By and Edited At - Weather — daily pressure, temperature, humidity, precipitation, and moon phase for the range What’s in the MAR count XLS One sheet of count history for that medication: Date, Time, Admin, On Hand, Received, Given, Disposed, Remaining, Source, Typed name, and Variance. Dates and times Dates and times use your profile’s date and time format, shown in the profile’s time zone. If you combine exports across profiles in different time zones, a “9pm” in one profile is a different absolute moment from “9pm” in another. Common uses - Custom analysis — pull the audit log into a spreadsheet and pivot by category, time of day, or day of week - Sharing data — hand a colleague a spreadsheet they can sort and filter themselves Privacy reminder Exports often contain identifying data (names, dates, descriptions). Treat them like any other sensitive document — encrypted storage, secure email, careful with cloud sync. Limitations - No images or videos. Spreadsheets are text only. - No formatting applied. Excel won’t apply profile colors; it’s plain data. Common questions - Is there a JSON or API export? — Not for end users; the Analyze exports are PDF and XLS. - Can I schedule recurring exports? — No. Each export is on-demand (pick the months you need). - Can a Guest export? — Yes, for the views they can see. - My export is empty. — Check filters and which months you selected — an over-narrow filter can return zero rows. Related articles - Dashboard overview - Reading the audit log - MAR reporting - Exporting PDF reports - Exports from Admin Reports